Computación en la nube
La computación en la nube ofrece servidores, almacenamiento y software en alquiler, en lugar de vender hardware para que el cliente lo opere en sus propias instalaciones. Transformó el gasto en tecnología de un proyecto de inversión de capital en una factura mensual, y las plataformas que la alojan se han convertido en infraestructura crítica por derecho propio.
64 acciones
| # | Nombre | Posición | Valor operado |
Acciones del tema |
% del portafolio | Estado | |
|---|---|---|---|---|---|---|---|
| 651 |
Douglass Winthrop Advisors
New York
| USD 89.5 M | +USD 9.09 M | 6 | 6.31% | Aumentadas |
|
| 652 |
CBOA
Commonwealth Bank of Australia
Sydney, NSW,
Australia
| USD 89.4 M | -USD 1.32 M | 11 | 1.05% | Reducidas |
|
| 653 |
ZWJ Investment Counsel
Atlanta,
Georgia
| USD 89.2 M | +USD 800 k | 6 | 8.93% | Aumentadas |
|
| 654 |
FTCM
Fir Tree Capital Management
New York
| USD 88.9 M | +USD 89.9 M | 2 | 3.64% | Aumentadas |
|
| 655 |
PineBridge Investments
New York
| USD 88.7 M | +USD 676 k | 11 | 4.55% | Aumentadas |
|
| 656 |
Osterweis Capital Management
San Francisco,
California
| USD 88.7 M | -USD 11.4 M | 2 | 5.65% | Reducidas |
|
| 657 |
Heritage Investors Management Corp
Bethesda,
Maryland
| USD 88 M | -USD 41.8 k | 7 | 6.65% | Reducidas |
|
| 658 |
Corvex Management
New York
| USD 87.9 M | -USD 173 M | 1 | 1.17% | Reducidas |
|
| 659 |
IronBridge Capital Management
Oakbrook Terrace,
Illinois
| USD 87.9 M | +USD 574 k | 4 | 3.85% | Aumentadas |
|
| 660 |
Parametric Risk Advisors
Westport,
Connecticut
| USD 87.6 M | +USD 1.08 M | 7 | 5.76% | Aumentadas |
|
| 661 |
Check Capital Management
Costa Mesa,
California
| USD 87.2 M | -USD 1.28 M | 3 | 7.11% | Reducidas |
|
| 662 |
TGCM
Tukman Grossman Capital Management
Larkspur,
California
| USD 87.1 M | -USD 14.6 M | 1 | 5.15% | Reducidas |
|
| 663 |
Oak Ridge Investments
Chicago,
Illinois
| USD 86.8 M | -USD 3.5 M | 4 | 2.23% | Reducidas |
|
| 664 |
Intermede Investment Partners
London,
United Kingdom
| USD 86.6 M | +USD 1.76 M | 2 | 10.04% | Aumentadas |
|
| 665 |
Hardman Johnston Global Advisors
Stamford,
Connecticut
| USD 86.5 M | +USD 2.6 M | 5 | 4.4% | Aumentadas |
|
| 666 |
RP
RBS Partners
Bay Harbor Islands,
Florida
| USD 86.4 M | -USD 10.6 M | 1 | 8.49% | Reducidas |
|
| 667 |
SCGE Management
Menlo Park,
California
| USD 86.3 M | +USD 10.1 M | 3 | 26.68% | Aumentadas |
|
| 668 |
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
| USD 86 M | -USD 10 M | 5 | 2.38% | Reducidas |
|
| 669 |
Summitry LLC
Foster City,
California
| USD 85.6 M | +USD 1.74 M | 5 | 8.82% | Aumentadas |
|
| 670 |
Vaughan David Investments
Peoria,
Illinois
| USD 85.4 M | -USD 2.43 M | 4 | 4.71% | Reducidas |
|
| 671 |
WesBanco Bank
Wheeling,
West Virginia
| USD 85.2 M | -USD 2.27 M | 7 | 5.08% | Reducidas |
|
| 672 |
RCM
Riverhead Capital Management
Wilmington,
Delaware
| USD 85.1 M | -USD 176 M | 10 | 2.74% | Reducidas |
|
| 673 |
MI
Markston International
White Plains,
New York
| USD 84.9 M | -USD 415 k | 7 | 7.97% | Reducidas |
|
| 674 |
BBVA USA Bancshares
Houston,
Texas
| USD 84.4 M | +USD 2.57 M | 8 | 6.34% | Aumentadas |
|
| 675 |
Lakewood Capital Management
New York
| USD 84.4 M | +USD 17.9 M | 1 | 4.08% | Aumentadas |
|